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SIDDHARTHA KHEMKA STOCKS
FIIs, weak global cues among 5 factors that could keep D-St under pressure this weekIndian stock markets may remain under pressure this week amid persistent FII selling, weak global cues, rising geopolitical tensions in Wes...
Market turns selective as earnings diverge; power, EVs and midcaps emerge as key bets: Siddhartha KhemkaSiddhartha Khemka believes Indian markets have become increasingly stock-specific as earnings trends diverge across sectors. He remains pos...
Bullish on autos? Siddhartha Khemka picks Maruti Suzuki and Samvardhana MothersonIndia’s auto sector started FY27 on a mixed note, with passenger vehicles and tractors showing resilience while two-wheelers and commercial...
GIFT Nifty tumbles 1.5% as US stock market plunges. Will Dalal Street crash on Monday?GIFT Nifty plunged over 1.5% after a sharp selloff on Wall Street, signalling a weak start for Dalal Street on Monday. Strong US jobs data ...
Sensex recovers 850 points from day’s low, Nifty closes above 23,400. One big reason behind sharp market rebound!Indian stock markets staged a strong comeback on Wednesday afternoon. This recovery followed earlier sharp declines. Media reports indicate...
Sensex dips 3,400 points in 4 days. Is this the beginning of a bigger crash?Indian equity markets fell for a fourth straight session as rising crude oil prices, geopolitical tensions, FII selling, and a record-low r...
Marico, Radico Khaitan in focus as FMCG navigates inflation-led challengesIndia's FMCG sector navigates inflation. Input costs are rising, impacting margins. Companies are adjusting prices. Past cycles show resili...
Market, rupee fortunes may prove fickle amid Iran flareupMarkets brace for renewed turmoil as Iran closes the Strait of Hormuz, sending oil prices soaring. This sharp reversal follows Friday's opt...
Coal India, NMDC emerge as must-watch mining plays as spot prices surge, says Motilal Oswal's Siddhartha KhemkaIndia's mining and metals sectors show strong opportunity with surging coal and iron ore prices, benefiting Coal India and NMDC. Private ba...
Execution, order inflows to drive L&T growth; BEL rides defence push: Siddhartha KhemkaIndia's capital goods sector is experiencing robust growth, fueled by strong order backlogs and increasing project execution across infrast...
Why stock markets fell today? Sensex plunges 931, Nifty below 23,900. 6 factors behind the dropIndian stock markets reversed a five-day winning streak, with Sensex and Nifty50 falling significantly on Thursday. Fading hopes for an Ira...
Stocks braced for volatility as RBI policy, West Asia conflict take centre stage, say analystsThe domestic stock market is expected to remain volatile this week as investors track the Reserve Bank's monetary policy decision, key glob...
Two days of stock market slump wipes out Rs 18.60 lakh cr from investors' wealthEquity investors have become poorer by Rs 18.60 lakh crore in two days of sharp decline in the stock market, where the BSE benchmark Sensex...
Why are punters & smart investors flocking to chemical stocks? What to avoid among bank stocks? Siddhartha Khemka explainsSiddhartha Khemka says: “The crude oil prices which have cooled off on a monthly average basis, is providing some comfort in terms of raw m...
Outlook on Wealth Management sector: Angel One, 360 One could give 10-20% return in 1 yearThe wealth management industry in India is expected to grow at a healthy rate over the next five years, with a focus on serving ultra-high ...
Now is the time to increase risk on the portfolio: Siddhartha Khemka, MOSLCapital goods is a sector where we would like to increase weightage, says Khemka.
IndusInd, HDFC, Kotak remain long-term bets: Siddhartha Khemka, Centrum BrokingNow that infra is picking up, the demand for cement companies have been rising. So despite not doing well, there is volumes growth for most...
Cement stocks may see further upside despite recent rally: Siddhartha KhemkaCement sector, Khemka said, has been benefitting from increased activity at ground level, both in terms of infrastructure development as we...
Upside for Capital First looks limited amid high valuations: Siddhartha KhemkaThe company is into consumer finance business and has done well over the past few years after a change of management following the takeover.
Q1 numbers a mixed bag for private lenders: Siddhartha KhemkaSome of the private banks, Khemka said, have been reporting good numbers in terms of growth and compared with some other private lenders.